Freelancer profile translated to English.

Description

With several years of experience in banking and insurance, I support professionals in the daily management of their client files.

✔ Administrative follow-up

✔ Client relationship

✔ Insurance / Banking file management

✔ Rigor and confidentiality

Available quickly – remote work

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

CREDIT MUTUEL
Account Manager
BANKING AND INSURANCE
March 2019 - Today (7 years and 3 months)
Cannes, France
• • Rigorous monitoring of clients' financial performance, identifying investment opportunities and proposing solutions tailored to their needs.
• • Continuous training to stay updated on market trends and financial products, in order to provide relevant and quality advice to clients.
• • Processing of mortgage and consumer loan files, setting up guarantees, borrower insurance.
• • Sale of banking insurance contracts, life insurance, property and casualty insurance, and income protection insurance.
Banque populaire du sud
Supervisor
BANKING AND INSURANCE
July 2017 - March 2019 (1 year and 8 months)
Marseille, France
Supervision and management of a team of telephone advisors
Monitoring of individual and collective performance (KPIs, objectives, quality)
Management of schedules and team organization
Support, coaching, and skill development of agents
Onboarding and training of new employees
Call listening and quality control
Management of conflict situations and customer complaints
Real-time activity management (call flow, answer rate, productivity)
Implementation of corrective actions to improve results
Daily reporting and analysis of performance indicators
Coordination with various departments (HR, quality, management, sales)
Absence management and disciplinary follow-up if necessary
Team motivation and maintenance of a good working atmosphere
Participation in the improvement of procedures and call scripts
Monitoring of commercial objectives and customer satisfaction
Management of CRM tools and call center software
CAISSE D'EPARGNE
Customer Advisor
BANKING AND INSURANCE
January 2011 - November 2014 (3 years and 10 months)
Île-de-France, France
Management of a portfolio of assigned clients, optimizing sales through advice to build customer loyalty, processing of mortgage and personal credit files.